Wealth Alliance’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Sell |
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|
2025
Q1 | $49.8M | Sell |
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|
2024
Q4 | $56.9M | Sell |
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|
2024
Q3 | $56.2M | Sell |
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|
2024
Q2 | $57.4M | Sell |
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|
2024
Q1 | $60.8M | Sell |
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|
2023
Q4 | $66.7M | Buy |
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|
2023
Q3 | $55.4M | Buy |
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|
2023
Q2 | $49M | Buy |
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|
2023
Q1 | $43.4M | Buy |
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|
2022
Q4 | $40M | Buy |
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|
2022
Q3 | $36.7M | Buy |
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|
2022
Q2 | $34.7M | Buy |
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|
2022
Q1 | $38.2M | Buy |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $22.3M | Buy |
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|
2021
Q2 | $21M | Buy |
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|
2021
Q1 | $16.3M | Buy |
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|
2020
Q4 | $13.9M | Buy |
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|
2020
Q3 | $11.2M | Buy |
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|
2020
Q2 | $9.9M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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